Custodial Account Workshop - a 2 hour  virtual training


Training for Parents & Grandparents

 

You'll learn:

  • Why you should set up a custodial account for your child
  • How to oversee and manage the account for your child, while also teaching them valuable financial lessons
  • The administrative details of a custodial account: how the eventual transfer works, tax considerations, and more.
  • Where you can set up custodial accounts (a list of online trading platforms I recommend for custodial accounts
  • And more!

 

Class times: (New York time)
10am - 12pm EST / 7am - 9am PST
1pm - 3pm EST / 10am - 12pm PST


Dates:
September 19 - Saturday
September 20 - Sunday
September 26 - Saturday
September 27 - Sunday

Choose your dates during checkout